|
1
|
|
$781M
|
+$48.8M
|
+991,968
|
+7%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$215M
|
+$1.47M
|
+29,880
|
+0.7%
|
|
|
3
|
Renaissance Technologies
New York
|
$74.8M
|
+$33.5M
|
+680,934
|
+82%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$70.8M
|
+$3.52M
|
+71,462
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53.7M
|
+$28.5M
|
+578,086
|
+114%
|
|
|
6
|
Avion Wealth
The Woodlands,
Texas
|
$51.2M
|
-$3.14M
|
-63,800
|
-6%
|
|
|
7
|
Colony Family Offices
Charlotte,
North Carolina
|
$42.8M
|
+$450K
|
+9,138
|
+1%
|
|
|
8
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$37.6M
|
+$476K
|
+9,676
|
+1%
|
|
|
9
|
Pacific Center for Financial Services
San Ramon,
California
|
$37M
|
-$707K
|
-14,355
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$1.19M
|
+24,261
|
+4%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$21.9M
|
+$604K
|
+12,276
|
+3%
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$21.5M
|
-$141K
|
-2,869
|
-0.7%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21.2M
|
+$6.22M
|
+126,278
|
+42%
|
|
|
14
|
David Kennon
Sarasota,
Florida
|
$20.9M
|
+$12.2M
|
+248,608
|
+143%
|
|
|
15
|
InterOcean Capital Group
Nashville,
Tennessee
|
$20.6M
|
-$157K
|
-3,187
|
-0.8%
|
|
|
16
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$19.2M
|
+$6.74M
|
+136,900
|
+54%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$14.4M
|
+$659K
|
+13,379
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$12.6M
|
+$2.03M
|
+41,205
|
+19%
|
|
|
19
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$12.6M
|
+$12.3M
|
+249,905
|
+5,880%
|
|
|
20
|
Schulz Wealth
Mansfield,
Texas
|
$12.4M
|
+$12.4M
|
+250,970
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.3M
|
+$635K
|
+12,895
|
+5%
|
|
|
22
|
|
$11.6M
|
+$565K
|
+11,479
|
+5%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$11.2M
|
+$49.8K
|
+1,012
|
+0.4%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$11M
|
+$4.58M
|
+93,136
|
+73%
|
|
|
25
|
Coyle Financial Counsel
Glenview,
Illinois
|
$10.5M
|
-$123K
|
-2,496
|
-1%
|
|
